Plotkin Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Plotkin Financial Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	1,822 +20	+1%	+$13.3K	0.52%	37
2026 Q1	$1.08M	Sell	1,802 -5	-0.3%	-$3.13K	0.54%	37
2025 Q4	$1.13M	Buy	1,807 +48	+3%	+$29.8K	0.55%	35
2025 Q3	$1.08M	Sell	1,759 -142	-7%	-$83.7K	0.53%	34
2025 Q2	$1.08M	Sell	1,901 -36	-2%	-$18.9K	0.6%	32
2025 Q1	$995K	Hold	1,937	–	–	0.61%	33
2024 Q4	$1.04M	Sell	1,937 -93	-5%	-$50.4K	0.62%	32
2024 Q3	$1.07M	Sell	2,030 -122	-6%	-$62K	0.64%	33
2024 Q2	$1.08M	Buy	2,152 +41	+2%	+$19.7K	0.69%	32
2024 Q1	$1.01M	Buy	2,111 +57	+3%	+$26.1K	0.67%	33
2023 Q4	$897K	Sell	2,054 -203	-9%	-$83.1K	0.68%	27
2023 Q3	$886K	Buy	2,257 +148	+7%	+$60.5K	0.78%	26
2023 Q2	$859K	Buy	2,109 +17	+0.8%	+$6.56K	0.71%	28
2023 Q1	$787K	Sell	2,092 -278	-12%	-$102K	0.73%	28
2022 Q4	$833K	Sell	2,370 -71	-3%	-$25.1K	0.85%	26
2022 Q3	$801K	Sell	2,441 -14	-0.6%	-$5.11K	0.81%	25
2022 Q2	$852K	Sell	2,455 -18	-0.7%	-$6.78K	0.81%	25
2022 Q1	$1.03M	Buy	2,473 +23	+0.9%	+$9.42K	0.72%	25
2021 Q4	$1.07M	Buy	+2,450	New	+$1.03M	0.68%	29

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Plotkin Financial Advisors's VOO Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,822 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #37.

Plotkin Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Plotkin Financial Advisors held 1,822 shares of Vanguard S&P 500 ETF worth $1.25M as of Q2 2026.
Plotkin Financial Advisors bought 20 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.3K.
Vanguard S&P 500 ETF made up 0.52% of Plotkin Financial Advisors's portfolio in Q2 2026, its #37 holding.
Plotkin Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.